Sutton Wealth Advisors Inc. Schwab Strategic Tr Us Large C Transaction History
Sutton Wealth Advisors Inc.
- $203 Billion
- Q3 2023
Shares
6 transactions
Others Institutions Holding SCHV
# of Institutions
846Shares Held
171MCall Options Held
0Put Options Held
0-
Mather Group, Llc. Chicago, IL32MShares$866 Million10.86% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.5MShares$528 Million3.21% of portfolio
-
Sei Investments CO Oaks, PA12.1MShares$329 Million1.3% of portfolio
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Envestnet Asset Management Inc4.85MShares$131 Million0.13% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ4.24MShares$115 Million0.81% of portfolio